Avidian Wealth Enterprises’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-761
| Closed | -$224K | – | 552 |
|
|
2025
Q1 | $224K | Buy |
761
+32
| +4% | +$9.44K | 0.01% | 486 |
|
|
2024
Q4 | $211K | Sell |
729
-271
| -27% | -$78.6K | 0.01% | 476 |
|
|
2024
Q3 | $298K | Buy |
+1,000
| New | +$298K | 0.01% | 400 |
|
|
2024
Q2 | – | Sell |
-842
| Closed | -$204K | – | 490 |
|
|
2024
Q1 | $204K | Buy |
+842
| New | +$204K | 0.01% | 416 |
|
|
2023
Q2 | – | Sell |
-2,224
| Closed | -$639K | – | 414 |
|
|
2023
Q1 | $639K | Sell |
2,224
-688
| -24% | -$198K | 0.04% | 254 |
|
|
2022
Q4 | $898K | Buy |
2,912
+480
| +20% | +$148K | 0.06% | 189 |
|
|
2022
Q3 | $566K | Buy |
2,432
+1
| +0% | +$233 | 0.04% | 219 |
|
|
2022
Q2 | $585K | Buy |
2,431
+2
| +0.1% | +$481 | 0.04% | 243 |
|
|
2022
Q1 | $607K | Sell |
2,429
-292
| -11% | -$73K | 0.04% | 259 |
|
|
2021
Q4 | $828K | Buy |
2,721
+632
| +30% | +$192K | 0.05% | 214 |
|
|
2021
Q3 | $535K | Buy |
2,089
+260
| +14% | +$66.6K | 0.04% | 204 |
|
|
2021
Q2 | $526K | Buy |
1,829
+62
| +4% | +$17.8K | 0.04% | 210 |
|
|
2021
Q1 | $497K | Buy |
1,767
+129
| +8% | +$36.3K | 0.04% | 214 |
|
|
2020
Q4 | $447K | Buy |
1,638
+188
| +13% | +$51.3K | 0.04% | 202 |
|
|
2020
Q3 | $432K | Sell |
1,450
-23
| -2% | -$6.85K | 0.05% | 175 |
|
|
2020
Q2 | $356K | Sell |
1,473
-206
| -12% | -$49.8K | 0.05% | 169 |
|
|
2020
Q1 | $335K | Buy |
1,679
+311
| +23% | +$62.1K | 0.05% | 135 |
|
|
2019
Q4 | $322K | Buy |
+1,368
| New | +$322K | 0.05% | 169 |
|